McAdam LLC’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

McAdam LLC’s Portfolio RSPF Stock Details RSPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$210K	Hold	2,718	–	–	0.01%	485
2026 Q2	$211K	Buy	+2,718	New	+$206K	0.01%	471
2026 Q1	–	Sell	-2,718	Closed	-$213K	–	468
2025 Q4	$213K	Hold	2,718	–	–	0.01%	392
2025 Q3	$211K	Hold	2,718	–	–	0.01%	377
2025 Q2	$207K	Buy	+2,718	New	+$194K	0.01%	358
2018 Q4	–	Sell	-2,718	Closed	-$117K	–	484
2018 Q3	$117K	Hold	2,718	–	–	0.04%	94
2018 Q2	$115K	Hold	2,718	–	–	0.05%	91
2018 Q1	$119K	Buy	+2,718	New	+$123K	0.05%	87

Other funds holding RSPF

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Harbor Asset Planning Belmont, Massachusetts $133M AUM 16.92% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

McAdam LLC's RSPF Position: Q3 2026 in Review

McAdam LLC held its Invesco S&P 500 Equal Weight Financials ETF (RSPF) position steady in Q3 2026 at 2,718 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #485.

McAdam LLC first reported a position in RSPF in Q1 2018 and has held it in 8 quarters since. The position peaked at $213K in Q4 2025. 23 funds tracked by Wall St. Rank hold RSPF as of Q3 2026.

McAdam LLC held 2,718 shares of Invesco S&P 500 Equal Weight Financials ETF worth $210K as of Q3 2026.
McAdam LLC left its Invesco S&P 500 Equal Weight Financials ETF share count unchanged in Q3 2026.
Invesco S&P 500 Equal Weight Financials ETF made up 0.01% of McAdam LLC's portfolio in Q3 2026, its #485 holding.
McAdam LLC first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q1 2018 and has held it in 8 quarters since.
McAdam LLC's Invesco S&P 500 Equal Weight Financials ETF position peaked at $213K in Q4 2025.
23 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.